15 min read 4 Aug 20
with Craig Webster, Chief Executive and Iain Valentine, Financial Planner.
Is the ongoing coronavirus crisis prompting you to adapt how you manage cash for clients – perhaps holding extra cash or rebalancing more often - or are you staying the course?
We had a video chat with financial planners, Advanta Wealth, about why flexible cash management has become all the more important for them in 2020 – whether it’s to phase a large sum into markets or help ease clients' nervousness about their finances during this challenging time.
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